Overview

Fund Manager

Jonathan Grad

Jon Grad joined Green Ash in June 2026 as the portfolio manager of the Green Ash – Komo Financial Disruption Fund. Jon started the fund as a concentrated public equity investment strategy focused on the transformation of the financial services sector. The fund looks for long-duration, highly profitable, growth companies that are disrupting legacy incumbents through technology, including AI. Financial disruption is one of the very best sectors for long-term growth due to large end markets that remain dominated by slow-moving incumbents while compliance and regulatory requirements provide wide moats favouring the leading innovators in which we invest.

Prior to joining Green Ash he was most recently a founding partner and the Head of Research at Marcho Partners, a London-based tech investment firm. He started his career in private equity at Morgan Stanley and KKR. He subsequently spent 10+ years developing deep financial industry expertise as a private equity investor, first at Golden Gate Capital, where he built the financial services practice, then at Parthenon Capital, where he was a partner, focusing on financial services and technology investments. Jon also has entrepreneurial and operating experience having bought and run Jet Stream Networks, a California-based security software business. He currently sits on the board of the Tate Foundation in London. He is a graduate of Princeton University (Summa Cum Laude, Phi Beta Kappa).

Fund Information

Investment Objective

A concentrated public equity investment strategy focused on the transformation of the financial services sector. The fund looks for long-duration, highly profitable, growth companies that are disrupting legacy incumbents through technology, including AI. Financial disruption is one of the very best sectors for long-term growth due to large end markets that remain dominated by slow-moving incumbents while compliance and regulatory requirements provide wide moats favouring the leading innovators in which we invest.

Price reporting

As well as on this site, prices are published monthly on Bloomberg and by other third party data providers.

Investment Manager

Green Ash Partners LLP, Authorised and Regulated by the Financial Conduct Authority. Sub Advised by Horizon Investments LLC.

Accounts date

Financial year-end 31st December.

Administrator

Cantor Fitzgerald Europe

Depositary

Pershing

Auditors

TBC

PEPs / ISAs

No

Key Details

Fund Manager

Jon Grade - Komo Financial Distruption Fund

Fund Inception

05-Jul-25

Strategy

Concentrated Equity Strategy

Structure

Cayman Hedge Fund

Domicile

Cayman

Base currency

USD

Region focus

Global

Share classes

USD